Gateway Wealth Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Gateway Wealth Partners’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$957K	Sell	9,931 -905	-8%	-$85.5K	0.06%	313
2026 Q1	$968K	Buy	10,836 +6,630	+158%	+$603K	0.04%	382
2025 Q4	$370K	Buy	+4,206	New	+$367K	0.04%	324
2023 Q4	–	Sell	-4,697	Closed	-$289K	–	236
2023 Q3	$289K	Hold	4,697	–	–	0.05%	199
2023 Q2	$299K	Hold	4,697	–	–	0.05%	182
2023 Q1	$291K	Hold	4,697	–	–	0.04%	165
2022 Q4	$291K	Buy	+4,697	New	+$287K	0.05%	149

Other funds holding DLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gateway Wealth Partners's DLN Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 8.4% in Q2 2026, selling an estimated $85.5K and leaving 9,931 shares worth $957K. The position accounts for 0.06% of the portfolio, ranked #313.

Gateway Wealth Partners first reported a position in DLN in Q4 2022 and has held it in 7 quarters since. The position peaked at $968K in Q1 2026. 479 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Gateway Wealth Partners held 9,931 shares of WisdomTree US LargeCap Dividend Fund worth $957K as of Q2 2026.
Gateway Wealth Partners sold 905 WisdomTree US LargeCap Dividend Fund shares in Q2 2026, an estimated $85.5K.
WisdomTree US LargeCap Dividend Fund made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #313 holding.
Gateway Wealth Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2022 and has held it in 7 quarters since.
Gateway Wealth Partners's WisdomTree US LargeCap Dividend Fund position peaked at $968K in Q1 2026.
479 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.